CW
LCTU icon

CreativeOne Wealth’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

CreativeOne Wealth’s Portfolio LCTU Stock Details LCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$898K Sell
11,198
-8,479
-43% -$658K 0.02% 615
2026
Q1 		$1.38M Sell
19,677
-1,110
-5% -$81.6K 0.03% 463
2025
Q4 		$1.54M Buy
20,787
+141
+0.7% +$10.4K 0.04% 399
2025
Q3 		$1.5M Buy
20,646
+2,185
+12% +$153K 0.04% 409
2025
Q2 		$1.24M Buy
18,461
+330
+2% +$20.5K 0.03% 473
2025
Q1 		$1.1M Buy
18,131
+1,926
+12% +$123K 0.03% 452
2024
Q4 		$1.04M Buy
16,205
+1,561
+11% +$101K 0.03% 459
2024
Q3 		$919K Sell
14,644
-6
-0% -$362 0.03% 455
2024
Q2 		$870K Sell
14,650
-351
-2% -$20.1K 0.04% 357
2024
Q1 		$861K Buy
15,001
+9,957
+197% +$545K 0.03% 411
2023
Q4 		$264K Buy
5,044
+451
+10% +$22K 0.02% 539
2023
Q3 		$216K Sell
4,593
-6,083
-57% -$299K 0.02% 515
2023
Q2 		$521K Sell
10,676
-1,095
-9% -$50.6K 0.02% 481
2023
Q1 		$533K Buy
11,771
+420
+4% +$18.6K 0.03% 447
2022
Q4 		$482K Buy
11,351
+225
+2% +$9.63K 0.03% 442
2022
Q3 		$444K Buy
+11,126
New +$492K 0.03% 439

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CreativeOne Wealth's LCTU Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 43% in Q2 2026, selling an estimated $658K and leaving 11,198 shares worth $898K. The position accounts for 0.02% of the portfolio, ranked #615.

CreativeOne Wealth first reported a position in LCTU in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.54M in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • CreativeOne Wealth held 11,198 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $898K as of Q2 2026.
  • CreativeOne Wealth sold 8,479 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $658K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #615 holding.
  • CreativeOne Wealth first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2022 and has held it in 16 quarters since.
  • CreativeOne Wealth's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.54M in Q4 2025.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.